Gifts of Securities
Gifts of appreciated securities can provide special tax advantages including:
- A charitable deduction for the full fair market value of the gift and;
- Avoidance of capital gains taxes.
Accepted appreciated securities include:
- Mutual Funds
How to Donate
The simplest and most efficient way to make a gift of any security is to instruct your broker or banker to transfer the security to The University of Arizona Foundation.
To arrange for a gift, you or your broker may contact:
Ken R. Dildine
Vice President, Fiduciary Compliance and Gift Transactions
Accounting Specialist , Fiduciary Compliance and Gift Transactions